{"id":45075,"date":"2021-01-20T12:27:37","date_gmt":"2021-01-20T12:27:37","guid":{"rendered":"https:\/\/www.teamogy.com\/?p=45075"},"modified":"2025-09-11T08:38:07","modified_gmt":"2025-09-11T08:38:07","slug":"closing-year-in-teamogy","status":"publish","type":"post","link":"https:\/\/www.teamogy.com\/cs\/manual\/closing-year-in-teamogy\/","title":{"rendered":"Uzav\u0159en\u00ed roku v Teamogy"},"content":{"rendered":"

[et_pb_section fb_built=“1″ _builder_version=“3.22″][et_pb_row column_structure=“3_4,1_4″ module_class=“ et_pb_row_fullwidth“ _builder_version=“3.25″ width=“89%“ width_tablet=“80%“ width_phone=““ width_last_edited=“on|desktop“ max_width=“89%“ max_width_tablet=“80%“ max_width_phone=““ max_width_last_edited=“on|desktop“ custom_padding=“27px|0px|27px|0|false|false“ make_fullwidth=“on“][et_pb_column type=“3_4″ _builder_version=“3.25″ custom_padding=“|||“ custom_padding__hover=“|||“][et_pb_text _builder_version=“4.7.7″ custom_margin=“|40px|40px|||“]<\/p>\n

Spr\u00e1vn\u00e9 reporty \/ Uzav\u0159en\u00ed roku v Teamogy<\/h3>\n

[\/et_pb_text][et_pb_text _builder_version=“4.7.7″ text_font=“|300|||||||“ custom_margin=“|40px|40px|||“ custom_padding=“0px|0px|0px|||“]<\/p>\n

Teamogy je n\u00e1stroj, kter\u00fd by m\u011bl b\u00fdt Va\u0161\u00ed pravou rukou a denn\u011b V\u00e1m d\u00e1vat p\u0159ehled o d\u011bn\u00ed ve Va\u0161\u00ed firm\u011b, \u010di t\u00fdmu. Pokud V\u00e1m m\u00e1 d\u00e1vat spr\u00e1vn\u00e1 data a b\u00fdt spolehliv\u00fdm n\u00e1strojem pro Va\u0161e rozhodov\u00e1n\u00ed, je pot\u0159eba udr\u017eovat je aktu\u00e1ln\u00ed. O data je pot\u0159eba se starat cel\u00fd rok, nicm\u00e9n\u011b na konci roku<\/strong> <\/strong>je vhodn\u00e9 v\u0161e d\u016fkladn\u011b proj\u00edt, vy\u010distit a nastavit na dal\u0161\u00ed rok. N\u00ed\u017ee naleznete n\u011bkolik u\u017eite\u010dn\u00fdch tip\u016f<\/strong>, jak efektivn\u011b data p\u0159ekontrolovat, ukon\u010den\u00fd rok uzav\u0159\u00edt a za\u010d\u00edt nov\u00fd.<\/p>\n

1. FAKTURY A POKLADNA<\/strong><\/p>\n

Nejprve je vhodn\u00e9 p\u0159ekontrolovat v\u0161echny doklady, kter\u00e9 jsou v procesu a nejsou schv\u00e1len\u00e9<\/strong>. Supervisor syst\u00e9mu m\u016f\u017ee p\u0159ekontrolovat v\u0161echny doklady a upozornit sv\u00e9 kolegy na schv\u00e1len\u00ed. Dokud nejsou doklady schv\u00e1len\u00e9, nejsou korektn\u011b zaps\u00e1ny n\u00e1klady \/ v\u00fdnosy a m\u016f\u017ee doj\u00edt ke zkreslen\u00ed report\u016f.<\/p>\n

Tip: Vyu\u017eijte pohled Proces v hlavn\u00edm menu pro kontrolu v\u0161ech nezpracovan\u00fdch dokument\u016f.
Pokud jste osoba zodpov\u011bdn\u00e1 za nastaven\u00ed Teamogy nebo jste finan\u010dn\u00edm supervisorem, m\u011bli byste tak\u00e9 zkontrolovat \u010d\u00edslov\u00e1n\u00ed v\u0161ech finan\u010dn\u00edch dokument\u016f.
<\/em><\/p>\n

<\/strong><\/p>\n

[\/et_pb_text][et_pb_image src=“https:\/\/www.teamogy.com\/wp-content\/uploads\/in-process-1.png“ alt=“in-process“ title_text=“in-process“ show_in_lightbox=“on“ align_tablet=“center“ align_phone=““ align_last_edited=“on|desktop“ _builder_version=“4.7.7″ custom_margin=“|40px|40px|||“ box_shadow_style=“preset2″ locked=“off“][\/et_pb_image][et_pb_text _builder_version=“4.7.7″ text_font=“|300|||||||“ custom_margin=“|40px|40px|||“ custom_padding=“0px|0px|0px|||“]<\/p>\n

2. ZAK\u00c1ZKY & SOUVISEJ\u00cdC\u00cd DOKUMENTY<\/strong><\/p>\n

Jakmile jsou p\u0159ekontrolov\u00e1ny a schv\u00e1leny v\u0161echny finan\u010dn\u00ed doklady, m\u016f\u017eete se pustit do kontroly zak\u00e1zek. Pou\u017eijte filtr<\/strong> a vyhledejte si pouze neuzav\u0159en\u00e9 zak\u00e1zky<\/strong>. Jako garant si ka\u017ed\u00fd p\u0159ekontroluje sv\u00e9 zak\u00e1zky. Supervisor m\u016f\u017ee prov\u00e9st kontrolu v\u0161ech zak\u00e1zek.<\/p>\n

Zak\u00e1zky, kter\u00e9 jsou neuzav\u0159en\u00e9 a jsou po deadlinu je pot\u0159eba je p\u0159ekontrolovat a uzav\u0159\u00edt, nebo aktualizovat deadline.<\/strong><\/p>\n

P\u0159edt\u00edm, ne\u017e zak\u00e1zku uzav\u0159ete, proved\u2019te kontrolu v\u0161ech souvisej\u00edc\u00edch dokument\u016f a \u00fakol\u016f, zda-li jsou uzav\u0159en\u00e9 nebo zru\u0161en\u00e9. Z\u00e1lo\u017eka Finan\u010dn\u00ed dokumenty na zak\u00e1zce. V\u00edce viz body \u010d. 1 a \u010d. 4.<\/p>\n

D\u016eLE\u017dIT\u00c9 UPOZORN\u011aN\u00cd:<\/strong>Pro spr\u00e1vn\u00e9 zobrazen\u00ed dat v reportech, pou\u017eijte spr\u00e1vn\u00e9 datum pro uzav\u0159en\u00ed zak\u00e1zky. Toto datum je d\u016fle\u017eit\u00e9 pro spr\u00e1vn\u00e9 zobrazen\u00ed report\u016f.<\/p>\n

Tip: Pro rychlou zm\u011bnu stavu zak\u00e1zky m\u016f\u017eete pou\u017e\u00edt funkci Drag & Drop v pohledu Stav zak\u00e1zek (Kanban). Nezapome\u0148te p\u0159edt\u00edm p\u0159ekontrolovat souvisej\u00edc\u00ed dokumenty, faktury, \u00fakoly a jejich korektn\u00ed uzav\u0159en\u00ed.<\/em><\/p>\n

[\/et_pb_text][et_pb_image src=“https:\/\/www.teamogy.com\/wp-content\/uploads\/ezgif.com-gif-maker-16.gif“ alt=“drag-and-drop-job-statuses“ title_text=“drag-and-drop-job-statuses“ show_in_lightbox=“on“ align_tablet=“center“ align_phone=““ align_last_edited=“on|desktop“ _builder_version=“4.7.7″ custom_margin=“|40px|40px|||“ box_shadow_style=“preset2″ locked=“off“][\/et_pb_image][et_pb_text _builder_version=“4.7.7″ text_font=“|300|||||||“ custom_margin=“|40px|40px|||“ custom_padding=“0px|0px|0px|||“]<\/p>\n

3. ROZPO\u010cTY<\/strong><\/p>\n

Intern\u00ed rozpo\u010dty<\/strong> by m\u011bly b\u00fdt vytvo\u0159eny a nastaveny na za\u010d\u00e1tku ka\u017ed\u00e9ho roku<\/strong>. Sou\u010dasn\u011b s t\u00edm by m\u011bly b\u00fdt uzav\u0159eny rozpo\u010dty roku p\u0159edchoz\u00edho.<\/p>\n

Stejn\u00fd postup by m\u011bl b\u00fdt proveden i v Klientsk\u00fdch re\u017ei\u00edch<\/strong>.
<\/em>Tip: Pro urychlen\u00ed vytv\u00e1\u0159en\u00ed rozpo\u010dt\u016f pro nov\u00fd rok m\u016f\u017eete pou\u017e\u00edt funkci KLON, jen pros\u00edm pozor, nastavte spr\u00e1vn\u011b deadline pro nov\u011b vytvo\u0159en\u00fd rozpo\u010det. Sou\u010dasn\u011b s t\u00edm m\u016f\u017eete prov\u00e9st takto kontrolu pr\u00e1v na z\u00e1lo\u017ece P\u0159\u00edstup. <\/em><\/p>\n

[\/et_pb_text][et_pb_image src=“https:\/\/www.teamogy.com\/wp-content\/uploads\/ezgif.com-gif-maker-15.gif“ alt=“cloning-internal-overheads“ title_text=“cloning-internal-overheads“ show_in_lightbox=“on“ align_tablet=“center“ align_phone=““ align_last_edited=“on|desktop“ _builder_version=“4.7.7″ custom_margin=“|40px|40px|||“ box_shadow_style=“preset2″ locked=“off“][\/et_pb_image][et_pb_text _builder_version=“4.7.7″ text_font=“|300|||||||“ custom_margin=“|40px|40px|||“ custom_padding=“0px|0px|0px|||“]<\/p>\n

4. \u00daKOLY<\/strong><\/p>\n

Pro rychlou kontrolu neuzav\u0159en\u00fdch \u00fakol\u016f pou\u017eijte filtr NEUZAV\u0158EN\u00c9 \u00daKOLY a filtr deadline V MINULOSTI. Tyto \u00fakoly uzav\u0159ete, nebo jim aktualizujte deadline.
Tip: Pro rychlou zm\u011bnu stavu zak\u00e1zky m\u016f\u017eete pou\u017e\u00edt funkci Drag & Drop v pohledu Stav \u00fakol\u016f (Kanban).<\/em><\/p>\n

5. DOCH\u00c1ZKA<\/strong><\/p>\n

V\u0161echny mo\u017en\u00e9 po\u017eadavky by m\u011bly b\u00fdt schv\u00e1leny nebo zru\u0161eny.<\/p>\n

OBECN\u011a PLAT\u00cd:<\/strong> Pro v\u0161echny akce je nutn\u00e9 m\u00edt p\u0159\u00edslu\u0161n\u00e1 opr\u00e1vn\u011bn\u00ed<\/strong>. Bu\u010f jako vlastn\u00edk dan\u00e9ho dokumentu<\/strong>, zak\u00e1zky atd, nebo pr\u00e1va supervisora. Pokud n\u011bjakou akci nem\u016f\u017eete prov\u00e9st, po\u017e\u00e1dejte bu\u010f intern\u00edho administr\u00e1tora nebo Va\u0161eho nad\u0159\u00edzen\u00e9ho o kontrolu a p\u0159\u00edpadn\u00e9 nav\u00fd\u0161en\u00ed pr\u00e1v. Ve\u0161ker\u00e9 tyto kroky by m\u011bli prov\u00e1d\u011bt jednotliv\u00ed \u010dlenov\u00e9 t\u00fdmu pr\u016fb\u011b\u017en\u011b u v\u0161ech sv\u00fdch dat v syst\u00e9mu.<\/strong> Pak bude zaru\u010deno, \u017ee data budou v po\u0159\u00e1dku, reporty maj\u00ed aktu\u00e1ln\u00ed informace a t\u00edm i spr\u00e1vnou vypov\u00eddaj\u00edc\u00ed hodnotu. Nemal\u00fd vliv maj\u00ed korektn\u011b uzav\u0159en\u00e9 dokumenty a \u00fakoly tak\u00e9 na rychlost a celkovou odezvu syst\u00e9mu.<\/p>\n

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Get in Touch<\/b><\/span><\/p>\n

If you have problem or need further assistance, do not hesitate contact Teamogy Support. Use online chat (inside Teamogy or everywhere on\u00a0www.Teamogy.com<\/a><\/span> in the lower right corner) and you will get prompt reply.<\/span><\/p>\n

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Spr\u00e1vn\u00e9 reporty \/ Uzav\u0159en\u00ed roku v TeamogyTeamogy je n\u00e1stroj, kter\u00fd by m\u011bl b\u00fdt Va\u0161\u00ed pravou rukou a denn\u011b V\u00e1m d\u00e1vat p\u0159ehled o d\u011bn\u00ed ve Va\u0161\u00ed firm\u011b, \u010di t\u00fdmu. Pokud V\u00e1m m\u00e1 d\u00e1vat spr\u00e1vn\u00e1 data a b\u00fdt spolehliv\u00fdm n\u00e1strojem pro Va\u0161e rozhodov\u00e1n\u00ed, je pot\u0159eba udr\u017eovat je aktu\u00e1ln\u00ed. O data je pot\u0159eba se starat cel\u00fd rok, nicm\u00e9n\u011b […]<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[291],"tags":[],"class_list":["post-45075","post","type-post","status-publish","format-standard","hentry","category-manual"],"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t